Shar
Cross
Jericho Financial
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About this Advisor
Shar Cross is a financial advisor based in Westerville, Ohio, working with Jericho Financial. Shar has previously held positions at Jericho Financial, North Star Cafe, Scramblers, and was a full-time student. Shar has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Shar is part of Jericho Financial, which operates out of Westerville, Ohio. The firm has 3 employees and manages assets totaling $158.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jericho Financial includes asset-based, hourly, and fixed fees.
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Jericho Financial Brokerage Details
$158,529,266
3
346
$458,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Shar Cross Work History
Jericho Financial
North Star Cafe
Scramblers
Full-Time Student
Disclosures
Please visit the SEC profile of Shar Cross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jericho Financial
Westerville, OH
Westerville, OH
Westerville, OH
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